How to import contacts into your sales-i app

This guide will explain how to import your saved contact details from your device's Contacts directly to the sales-i app. Information such as a contact’s name, phone, email & address can be copied across - this will save valuable time.

Apple

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Step 1: Quick Search bar

From the sales-i home screen, use the Quick Search bar to search for the account you would like to add a contact to.

How to import contacts from your Apple device to the sales-i app 1-01

Step 2: Select Account

Select the desired Account from the results list.

How to import contacts from your Apple device to the sales-i app 2-01

Step 3: Tap Contacts

Scroll down to the Actions section and tap Contacts.

How to import contacts from your Apple device to the sales-i app 3-01

Step 4: Tap +

Tap the + symbol in the top right hand corner of your screen.

How to import contacts from your Apple device to the sales-i app 4-01

Step 5: Tap Import icon

To import a contact, tap the Import icon in the top right hand corner.

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Step 6: Tap contact to upload

Next, tap on the contact you would like to import from your device's Contacts.

Please Note: You will need to allow sales-i to access your contacts.

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Step 7: Tap Save

You will now see the details being added against the contact's name.

You can add and amend information as required.

Once ready, tap Save in the top right hand corner.

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Android

Download a PDF version

Step 1: Quick Search bar

From the sales-i home screen, use the Quick Search bar to search for the account you would like to add a contact to.

How to import contacts from your Android device to the sales-i app 1-01

Step 2: Select Account

Select the desired Account from the results list.

How to import contacts from your Android device to the sales-i app 2-01

Step 3: Tap Contacts


Scroll down to the ACTIONS section and tap CONTACTS.

How to import contacts from your Android device to the sales-i app 3-01

Step 4: Tap +

Tap the + symbol in the bottom right hand corner of your screen.

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Step 5: Tap Import icon

To import a contact, tap the Import icon in the top right hand corner.

How to import contacts from your Android device to the sales-i app 5-01

Step 6: Tap contact to upload

Next, tap on the contact you would like to import from your device's Contacts.

Please Note: You will need to allow sales-i to access your contacts.

How to import contacts from your Android device to the sales-i app 6-01

Step 7: Tap Save

You will now see the details being added against the contact's name.

You can add and amend information as required.

Once ready, tap the Save icon in the top right hand corner.

How to import contacts from your Android device to the sales-i app 7-01

Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.